Learn the Steps to Becoming a Client

We have a unique 5-step process that ensures compatibility between our philosophies and your expectations. Unlike many financial planners, we’re not looking for just anybody to become our client; we choose to work only with people who are serious about their financial goals and have the discipline to stick to a plan.

If you become our client we accept accountability for creating and implementing the best plan possible for you and your family. This cannot be accomplished if managing only a portion of your assets. In order for our strategies to produce the greatest benefit for you, it is important that you commit 100% of your investible assets with us in a long term relationship. This will enable us to have an overall view of your financial picture to give you proper guidance and to create effective strategies to minimize your taxes. We want to make sure that you have the right diversification of assets so that your portfolio will meet your long term goals.

The 5-Step Process

1 Attend a Seminar (webinar for out of town clients)

• Get an overview of the Smith Manoeuvre strategy.
• get to know us a bit in an informal setting.
• start developing a wealth building mindset.

2 Phone Interview

• A brief chat will give both parties a feel for each other and better understanding as to whether or not it makes sense for us to work together.

3 Brief Questionnaire

• We need to establish a few data points like net worth and monthly cash flow to see if there is opportunity to help you.

4 Discovery Meeting

• This is a detailed exchange of information – typically 4 hours. We need to discover what is important in your life in order to create a financial plan in alignment with your goals and time frame.

5 Start-Up Meeting

• Once the team has completed their work on your case we’ll present a detailed written plan and sign engagement documents.

Once you become a client, we will implement the plan on your behalf, keep you informed of important developments or opportunities and review progress with you annually or as required.

Get started - Register for a Seminar